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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,823 | $183,592+83.5% | $155,574+116.5% | $145,877+130.9% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 13.26% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $878 | $5,317-83.5% | $4,676-81.2% | $4,663-81.2% |
| Participant deferral / active EE | $13,880 | $6,466+114.7% | $5,629+146.6% | $6,691+107.5% |
| Admin fee / account holder | $1,672 | $19,316-91.3% | $15,914-89.5% | $13,402-87.5% |